Phil earned his CPA license in 1990 and his Personal Financial Specialist (PFS) credential in 2004.
As a Personal Financial Specialist (PFS), Phil is more than a financial planner–he is a CPA with a powerful combination of extensive tax expertise and comprehensive knowledge of financial planning. Phil has over 18 years of experience in the finance industry. Phil’s knowledge of financial planning is critical to obtaining the most valuable, objective advice possible. All areas of personal financial planning–including estate, retirement, investments, and insurance–have tax implications, and as a PFS professions, Phil has the experience, ethics, and expertise to get the job done right and help you sleep at night.
Phil is a financial advisor with Avantax Investment ServicesSM located in Dallas, TX.
Phil lives in Gettysburg with with family. He is a member of St. Francis Xavier and is involved with their Christian Youth Organization (CYO).